2024-05-15T14:59:29-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4501 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 341033548 990 2022-07-01 651001650 NAPLES CHILDREN AND EDUCATION FOUNDATION INC NAPL 2395142239 2590 GOODLETTE-FRANK RD NORTH NAPLES FL 34103 MAX GUINN TREASURER 2393252980 2024-05-15 1 MAX GUINN 999009999 0 AMELIA COOPER P00437898 2392628686 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAX GUINN 2590 GOODLETTE-FRANK RD NORTH NAPLES FL 34103 50360572 0 X NAPLESWINEFESTIVAL.COM X 2000 FL SUPPORTS CHARITABLE PROGRAMS IMPROVING PHYSICAL/EMOTIONAL/EDUCATIONAL LIVES OF CHILDREN IN NEED 73 71 18 300 0 0 32222230 31227827 0 0 744809 1955383 252250 -1876589 33219289 31306621 9451893 19053809 0 0 1792456 2138847 0 0 1385731 6431644 1281589 17675993 22474245 15543296 8832376 68672867 84162833 17824470 21074681 50848397 63088152 X NAPLES CHILDREN & EDUCATION FOUNDATION SUPPORTS EFFECTIVE, DISCIPLINED CHARITABLE PROGRAMS THAT SIGNIFICANTLY IMPROVE THE PHYSICAL, EMOTIONAL AND EDUCATIONAL LIVES OF UNDERPRIVILEGED AND AT-RISK CHILDREN IN COLLIER COUNTY. 0 0 2756990 2756990 THE MENTAL HEALTH INITIATIVE AIMS TO TACKLE CRITICAL ISSUES IN CHILDREN'S MENTAL HEALTH, STRIVING TO CREATE A BRIGHTER FUTURE FOR YOUNG MINDS. EFFORTS CONCENTRATE ON ESTABLISHING A CONTINUUM OF CARE, ADVOCATING FOR AWARENESS, PREVENTION, AND IMPROVING SERVICE COORDINATION. SERVICES ENCOMPASS SCREENING AND EARLY IDENTIFICATION, SPECIALTY BEHAVIORAL HEALTH SERVICES, AND PROVIDING RESOURCES FOR THE TREATMENT AND PREVENTION OF TOXIC STRESS, AS WELL AS SUPPORT FOR FAMILIES AND CHILDREN WITH AUTISM SPECTRUM DISORDER. 2554934 2554934 THE EARLY LEARNING INITIATIVE IN IMMOKALEE AIMS TO IMPROVE ACCESS TO QUALITY EARLY LEARNING PROGRAMS, SUPPLEMENTED BY SERVICES TO ENHANCE TEACHER QUALITY AND SUPPORT CHILDREN'S DEVELOPMENT. EFFORTS INCLUDE PARTNERSHIPS PROVIDING BEHAVIOR ANALYSIS FOR CHILDREN, PROFESSIONAL DEVELOPMENT FOR TEACHERS, AND INITIATIVES TO CLOSE THE SCHOOL READINESS GAP. NCEF'S INVOLVEMENT DOUBLES CHILDCARE SCHOLARSHIPS, SUPPORTING PROVIDERS DELIVERING HIGH-QUALITY EARLY CHILDHOOD EDUCATION. 1717511 1717511 THE OUT-OF-SCHOOL TIME INITIATIVE IN IMMOKALEE PROVIDES PURPOSEFUL PROGRAMS FOR AT-RISK STUDENTS, AIMING TO ENHANCE ACADEMIC PERFORMANCE AND OVERALL WELL-BEING. EFFORTS INCLUDE RESOURCE LEVERAGING, CAPACITY EXPANSION, ACADEMIC SUPPORT, AND ENRICHMENT OPPORTUNITIES IN COLLABORATION WITH COMMUNITY PARTNERS. TAILORED TO MEET THE NEEDS OF AT-RISK YOUTH, PROGRAMS ARE AGE-SPECIFIC AND LOCALLY CUSTOMIZED. THE SERVICES OFFER ACADEMIC AND RESILIENCY SUPPORT FOR AT-RISK IMMOKALEE STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE, SPANNING BOTH THE SCHOOL YEAR AND SUMMER. EACH PROGRAM EMPHASIZES STRONG ACADEMIC AND LEADERSHIP COMPONENTS, TAILORED TO THE STRENGTHS OF EACH PARTNERING ORGANIZATION. 13327056 12024375 ADDITIONAL SUPPORT AND DIRECT PROGRAM OVERHEAD RELATE TO THE EXECUTION OF OUR TRADITIONAL GRANT AND STRATEGIC INITIATIVE PROGRAMS. IT IS THROUGH OUR DEVELOPMENT OF EFFECTIVE, DISCIPLINED BENEFICIARY PARTNERS, THAT WE ARE ABLE TO SIGNIFICANTLY IMPROVE THE PHYSICAL, EMOTIONAL, AND EDUCATIONAL LIVES OF UNDERPRIVILEGED AND AT-RISK CHILDREN OF COLLIER COUNTY. 13327056 12024375 20356491 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 33 1 1 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 73 71 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X JOAN LARSON 2395142980 2590 GOODLETTE-FRANK RD N NAPLES FL 34103 RICK GERMAIN CHAIRMAN 1.00 X X 0 0 0 DALE MEDFORD VICE CHAIR 1.00 X X 0 0 0 MAX GUINN TREASURER 1.00 X X 0 0 0 VALERIE BOYD GARGIULO IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 BILL BEYNON BOARD MEMBER 1.00 X X 0 0 0 DEBBI CARY BOARD MEMBER 1.00 X 0 0 0 JACKI GUINN BOARD MEMBER 1.00 X 0 0 0 ROBERT JR HEIDT BOARD MEMBER 1.00 X 0 0 0 PAUL HILLS BOARD MEMBER 1.00 X 0 0 0 DAVID HOFFMAN BOARD MEMBER 1.00 X 0 0 0 HARRY ROSE BOARD MEMBER 1.00 X 0 0 0 JULIA VAN DOMELEN BOARD MEMBER 1.00 X 0 0 0 JIM BAILEY TRUSTEE 1.00 X 0 0 0 KELLEY BAILEY TRUSTEE 1.00 X 0 0 0 NENA BEYNON TRUSTEE 1.00 X 0 0 0 JOHN BROWN TRUSTEE 1.00 X 0 0 0 JAMIE BROWN TRUSTEE 1.00 X 0 0 0 P ROBERT CAITO TRUSTEE 1.00 X 0 0 0 DENA RAE HANCOCK CAITO TRUSTEE 1.00 X 0 0 0 LEWIE CARD TRUSTEE 1.00 X 0 0 0 BECKY CARD TRUSTEE 1.00 X 0 0 0 BILL CARY TRUSTEE 1.00 X 0 0 0 JIM DIXON TRUSTEE 1.00 X 0 0 0 LAURA DIXON TRUSTEE 1.00 X 0 0 0 PAUL FLEMING TRUSTEE 1.00 X 0 0 0 JODY FLEMING TRUSTEE 1.00 X 0 0 0 JEFF GARGIULO TRUSTEE 1.00 X 0 0 0 GARY GARRABRANT TRUSTEE 1.00 X 0 0 0 SUE GARRABRANT TRUSTEE 1.00 X 0 0 0 LIBBY GERMAIN TRUSTEE 1.00 X 0 0 0 CHUCK HALLBERG TRUSTEE 1.00 X 0 0 0 SHARON HALLBERG TRUSTEE 1.00 X 0 0 0 JULIE HEIDT TRUSTEE 1.00 X 0 0 0 HERB HENKEL TRUSTEE 1.00 X 0 0 0 LINDA HENKEL TRUSTEE 1.00 X 0 0 0 BARBIE HILLS TRUSTEE 1.00 X 0 0 0 JERRI HOFFMAN TRUSTEE 1.00 X 0 0 0 RICK KASH TRUSTEE 1.00 X 0 0 0 KATRINA LUNDMARK-KASH TRUSTEE 1.00 X 0 0 0 TOM KOEHN TRUSTEE 1.00 X 0 0 0 LINDA KOEHN TRUSTEE 1.00 X 0 0 0 TED KOENIG TRUSTEE 1.00 X 0 0 0 NANCY KOENIG TRUSTEE 1.00 X 0 0 0 SHERIE MAREK TRUSTEE 1.00 X 0 0 0 JOE MASTERSON TRUSTEE 1.00 X 0 0 0 NANCY MASTERSON TRUSTEE 1.00 X 0 0 0 ANNE WELSH MCNULTY TRUSTEE 1.00 X 0 0 0 KAREN MEDFORD TRUSTEE 1.00 X 0 0 0 DAN MEZZALINGUA TRUSTEE 1.00 X 0 0 0 KATHY MEZZALINGUA TRUSTEE 1.00 X 0 0 0 JOHN QUINN TRUSTEE 1.00 X 0 0 0 AMY QUINN TRUSTEE 1.00 X 0 0 0 CAROL ROSE TRUSTEE 1.00 X 0 0 0 SAM SCALISE TRUSTEE 1.00 X 0 0 0 CINDY SCALISE TRUSTEE 1.00 X 0 0 0 MARILYN SCRIPPS TRUSTEE 1.00 X 0 0 0 SUSAN STIELOW TRUSTEE 1.00 X 0 0 0 JOHN VAN HULLE TRUSTEE 1.00 X 0 0 0 CATHERINE VAN HULLE TRUSTEE 1.00 X 0 0 0 JOHN WALTER TRUSTEE 1.00 X 0 0 0 CAROL WALTER TRUSTEE 1.00 X 0 0 0 CHUCK WATERMAN TRUSTEE 1.00 X 0 0 0 JOY WATERMAN TRUSTEE 1.00 X 0 0 0 PETER WELSH TRUSTEE 1.00 X 0 0 0 SHIRLEY WELSH TRUSTEE 1.00 X 0 0 0 JEFF WESSEL TRUSTEE 1.00 X 0 0 0 BETH WESSEL TRUSTEE 1.00 X 0 0 0 CHRIS WILLIAMS TRUSTEE 1.00 X 0 0 0 KRISTINE WILLIAMS TRUSTEE 1.00 X 0 0 0 BILL WILSON TRUSTEE 1.00 X 0 0 0 SISSY WILSON TRUSTEE 1.00 X 0 0 0 PATRICK ZENNER TRUSTEE 1.00 X 0 0 0 BETSY RYAN ZENNER TRUSTEE 1.00 X 0 0 0 MARIA JIMENEZ-LARA CEO 50.00 X 279990 0 9935 JOAN LARSON CFO 50.00 X 224588 0 22443 TRACY CONNELLY CHIEF DEVELOPMENT OFFICER 50.00 X 173100 0 20614 LISA JULIANO SVP NWWF & EVENT PRODUCTION 50.00 X 153818 0 18318 SARAH SAIZER SVP GRANTS & COMMUNITY IMPACT 50.00 X 131321 0 20455 962817 0 91765 5 0 1 0 0 30061905 1165922 10573163 31227827 1407076 1407076 9525232 8974838 2087 550394 -2087 548307 548307 7770437 30061905 9846146 -2075709 -2075709 430000 230880 199120 199120 31306621 0 0 78794 19053809 19053809 865152 279826 186470 398856 928770 431257 150016 347497 54215 19610 9562 25043 169756 63368 29074 77314 120954 47533 22139 51282 44359 44359 114858 114858 166330 101690 22049 42591 17219 2900 296 14023 391058 142316 61120 187622 177015 71884 31559 73572 6821 2031 246 4544 53248 12888 4352 36008 233132 95584 41964 95584 77549 31795 13959 31795 22474245 20356491 732023 1385731 231231 468162 4357237 16670768 2745816 2231092 639006 1207156 160696 247912 7167185 710997 6664383 6456188 53798152 56704737 11416 12916 64930 163902 68672867 84162833 429877 534669 11425927 15498438 97500 250000 3489184 2943589 2381982 1847985 17824470 21074681 X 42197876 53705050 8650521 9383102 50848397 63088152 68672867 84162833 X 8832376 3405879 1500 X 0 1 X 1 0 X 28517671 34972156 11780439 32222230 31227827 138720323 28517671 34972156 11780439 32222230 31227827 138720323 1152549 137567774 2040362 971038 710986 744809 1407076 5874271 446000 446500 331000 454000 8200437 9877937 154472531 0.89060 0.94460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAMING REVENUE - 2018 AMOUNT: $ 446,000. 2019 AMOUNT: $ 446,500. 2020 AMOUNT: $ 331,000. 2021 AMOUNT: $ 454,000. 2022 AMOUNT: $ 430,000. FUNDRAISING GROSS INCOME - 2022 AMOUNT: $ 7,770,437. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6569974 810780 1181050 1101226 17810 7442768 5630931 939043 6569974 5112205 518726 5630931 4842778 269427 5112205 5270508 -427730 4842778 0.01000 0.99000 1 0 1510590 1510590 4757548 386684 4370864 233676 40037 193639 329263 146959 182304 336108 137317 198791 6456188 ACCRUED AUCTION LOTS 1847985 1847985 X 44678255 3405879 10078526 13484405 31193850 114858 -2087 112771 31306621 32438500 10079113 10079113 22359387 114858 114858 22474245 PART V, LINE 4: NCEF HOLDS FUNDS AT THE COLLIER COMMUNITY FOUNDATION TO CREATE AN ENDOWMENT FOR INVESTMENT PURPOSES. PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE IRS TO BE OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. AS A RESULT, THE FOUNDATION EVALUATED ITS TAX POSITION AND DETERMINED IT HAS NO UNCERTAIN TAX POSITION AS OF JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES 230,880. FUNDRAISING EXPENSES 9,846,146. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1,500. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON EQUIPMENT DISPOSAL -2,087. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES 230,880. LOSS ON EQUIPMENT DISPOSAL 2,087. FUNDRAISING EXPENSES 9,846,146. NAPLES WINTER WINE FESTIVAL 37832342 30061905 7770437 1383869 6136290 169835 417457 67022 1671673 37832342 30061905 7770437 1383869 6136290 169835 417457 67022 1671673 9846146 -2075709 430000 230880 0 430000 230880 230880 199120 FL 0 ONE TIME RAFFLES IN FLORIDA DO NOT REQUIRE A LICENSE. 0 1 0 1.00000 JOAN LARSON 2590 GOODLETTE-FRANK RD NORTH NAPLES FL 34103 0 JOAN LARSON 0 JOAN DOES NOT RECEIVE ADDITIONAL COMPENSATION RELATED TO THIS ROLE. X 0 1 ABLE ACADEMY 5860 GOLDEN GATE PKWY NAPLES FL 34116 203571795 501(C)(3) 299954 0 PROGRAM SUPPORT AVOW HOSPICE 1095 WHIPPOORWILL LANE NAPLES FL 34105 592201250 501(C)(3) 105000 0 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS 1000 TAMIAMI TRAIL S SUITE C VENICE FL 34285 592479001 501(C)(3) 90000 0 PROGRAM SUPPORT BOYS & GIRLS CLUB OF COLLIER COUNTY 7500 DAVIS BLVD NAPLES FL 34104 650279110 501(C)(3) 868000 0 PROGRAM SUPPORT CAL RIPKEN SR FOUNDATION 1427 CLARKVIEW RD STE 100 BALTIMORE MD 21209 522310500 501(C)(3) 75000 0 PROGRAM SUPPORT CATHOLIC CHARITIES OF COLLIER 2210 SANTA BARBARA BLVD NAPLES FL 34116 592473176 501(C)(3) 286000 0 PROGRAM SUPPORT CHAMPIONS FOR LEARNING 3606 ENTERPRISE AVE SUITE 150 NAPLES FL 34104 650230582 501(C)(3) 250000 0 PROGRAM SUPPORT COLLIER CTY CHILD ADVOCACY COUNCIL 1036 SIXTH AVE N NAPLES FL 34102 650049492 501(C)(3) 650862 0 PROGRAM SUPPORT COLLIER CHILD CARE RESOURCE CHILD'S PATH 2335 TAMIAMI TRAIL N NAPLES FL 34103 262646032 501(C)(3) 187650 0 PROGRAM SUPPORT CONSERVANCY OF SW FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 591157084 501(C)(3) 149300 0 PROGRAM SUPPORT EDUCATIONAL PATHWAYS ACADEMY 1351 PINE STREET NAPLES FL 34104 352583681 501(C)(3) 75000 0 PROGRAM SUPPORT FLOURISH NOWBETTER TOGETHER 4500 EXECUTIVE DRIVE STE 220 NAPLES FL 34119 475591391 501(C)(3) 180000 0 PROGRAM SUPPORT FRIENDS OF FOSTER CHILDREN 2640 GOLDEN GATE PKWY NAPLES FL 34105 593598933 501(C)(3) 389500 0 PROGRAM SUPPORT FUN TIME EARLY CHILDHOOD 102 12TH ST N NAPLES FL 34102 591039978 501(C)(3) 236000 0 PROGRAM SUPPORT GARGIULO EDUCATION CENTER 2692 FOUNTAIN VIEW CIR APT 202 NAPLES FL 34109 465416212 501(C)(3) 115000 0 PROGRAM SUPPORT GULF COAST JUNIOR GOLF TOUR 1370 CREEKSIDE BLVD NAPLES NAPLES FL 34108 650477835 501(C)(3) 75000 0 PROGRAM SUPPORT GRACE PLACE 4300 21ST AVE SW NAPLES FL 34116 651229558 501(C)(3) 375000 0 PROGRAM SUPPORT HEALTHY START COALITION OF SWFL 1921 JEFFERSON AVE FORT MYERS FL 33901 650378720 501(C)(3) 40000 0 PROGRAM SUPPORT LEADERSHIP COLLIER FOUNDATION 2390 TAMIAMI TRAIL NORTH STE 210 NAPLES FL 34103 200446620 501(C)(3) 60000 0 PROGRAM SUPPORT LEGAL AID SERVICE PO BOX 120910 FORT LAUDERDALE FL 33312 591547191 501(C)(3) 600000 0 PROGRAM SUPPORT LITERACY VOLUNTEERS OF COLLIER 8833 TAMIAMI TRAIL EAST NAPLES FL 34113 650181251 501(C)(3) 85000 0 PROGRAM SUPPORT MIDWEST FOOD BANK OF FLORIDA 5601 DIVISION DRIVE FORT MYERS FL 33905 412120170 501(C)(3) 50000 0 PROGRAM SUPPORT MUSICSCORES VIOLIN 191 OAKWOOD CT NAPLES FL 34110 873476942 501(C)(3) 50000 0 PROGRAM SUPPORT NAPLES EQUESTRIAN CHALLENGE 206 RIDGE DR NAPLES FL 34108 650793008 501(C)(3) 249000 0 PROGRAM SUPPORT NCH HEALTHCARE 350 7TH STREET NAPLES FL 34102 592314655 501(C)(3) 157309 0 PROGRAM SUPPORT OUR DAILY BREAD FOOD PANTRY INC PO BOX 109 MARCO ISLAND FL 34146 832956050 501(C)(3) 70000 0 PROGRAM SUPPORT PACE CENTER FOR GIRLS 160 NORTH 1ST STREET IMMOKALEE FL 34142 592414492 501(C)(3) 100000 0 PROGRAM SUPPORT PAN FLORIDA CHALLENGE INC 2097 TRADE CENTER WAY STE D NAPLES FL 34109 472993766 501(C)(3) 56700 0 PROGRAM SUPPORT NCH SAFE & HEALTHY CHILDREN'S COALITION OF COLLIER COUNTY PO BOX 234 NAPLES FL 34106 COLLIER COUNTY 46825 0 PROGRAM SUPPORT SHELTER FOR ABUSED WOMEN PO BOX 10102 NAPLES FL 34101 592752895 501(C)(3) 150000 0 PROGRAM SUPPORT SPECIAL OLYMPICS 1915 DON WICKHAM DR CLERMONT FL 34711 237181560 501(C)(3) 102500 0 PROGRAM SUPPORT ST MATTHEW'S HOUSE 2601 AIRPORT ROAD S NAPLES FL 34112 651110501 501(C)(3) 110000 0 PROGRAM SUPPORT STARABILITY FOUNDATION INC 720 GOODLETTE-FRANK RD N STE 400 NAPLES FL 34102 592516162 501(C)(3) 230000 0 PROGRAM SUPPORT TASTE THE IMPACT PO BOX 1286 IMMOKALEE FL 34143 842522814 501(C)(3) 100000 0 PROGRAM SUPPORT THE SALVATION ARMY OF COLLIER COUNTY 3180 ESTEY AVE NAPLES FL 34101 580660607 501(C)(3) 75000 0 PROGRAM SUPPORT UNITED ARTS COUNCIL OF COLLIER 340 TAMIAMI TRAIL NORTH UNIT 201 NAPLES FL 34102 592070580 501(C)(3) 40000 0 PROGRAM SUPPORT VALERIE'S HOUSE 1762 FOWLER STREET FORT MYERS FL 33901 473701240 501(C)(3) 200000 0 PROGRAM SUPPORT YMCA OF COLLIER COUNTY 5450 YMCA ROAD NAPLES FL 34109 237039993 501(C)(3) 400000 0 PROGRAM SUPPORT YOUTH HAVEN 5867 WHITAKER ROAD NAPLES FL 34112 237065187 501(C)(3) 450000 0 PROGRAM SUPPORT BASCOM PALMER 3880 TAMIAMI TRAIL N 2ND FLOOR NAPLES FL 34103 590624458 501(C)(3) 1533303 0 PROGRAM SUPPORT BRIGHTER BITES PO BOX 25456 HOUSTON TX 77265 474070026 501(C)(3) 98620 0 PROGRAM SUPPORT DAVID LAWRENCE CENTER 6075 GOLDEN GATE PKWY NAPLES FL 34116 592206025 501(C)(3) 1261951 0 PROGRAM SUPPORT EARLY LEARNING COALITION OF SWFL 2675 WINKLER AVENUE STE 300 FORT MYERS FL 33901 651144775 501(C)(3) 199980 0 PROGRAM SUPPORT FLORIDA GULF COAST UNIVERSITY FDN 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 33965 650403969 501(C)(3) 930000 0 PROGRAM SUPPORT FLORIDA LIONS EYE CLINIC 10322 PENNSYLVANIA AVE BONITA SPRINGS FL 34135 450560906 501(C)(3) 30000 0 PROGRAM SUPPORT GOLISANO CHILDREN'S HOSPITAL 9800 S HEALTH PARK DRIVE 405 FORT MYERS FL 33908 010687133 501(C)(3) 885659 0 PROGRAM SUPPORT HEALTHCARE NETWORK 1454 MADISON AVENUE IMMOKALEE FL 34142 260229508 501(C)(3) 858766 0 PROGRAM SUPPORT IMMOKALEE FOUNDATION 3960 RADIO RD NAPLES FL 34104 650315664 501(C)(3) 530000 0 PROGRAM SUPPORT PATHWAYS EARLY EDUCATION CENTER 4241 5TH AVE SW NAPLES FL 34119 591209842 501(C)(3) 225000 0 PROGRAM SUPPORT REDLANDS CHRISTIAN MIGRANT ASSOC 402 W MAIN ST IMMOKALEE FL 34142 591221966 501(C)(3) 780000 0 PROGRAM SUPPORT SHAMAN SOFTWARE LLC 5353 GOLF COURSE DR MORRISON CO 80465 814973821 27600 0 PROGRAM SUPPORT UNIVERSITY OF FLORIDA PO BOX 115500 GAINESVILLE FL 32611 596002052 501(C)(3) 1799987 0 PROGRAM SUPPORT COMMUNITY FOUNDATION OF COLLIER COUNTY 1110 PINE RIDGE ROAD SUITE 200 NAPLES FL 34108 592396243 501(C)(3) 46250 0 PROGRAM SUPPORT GUADALUPE CENTER INC 509 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C)(3) 1100000 0 PROGRAM SUPPORT HARRY CHAPIN FOOD BANK 3760 FOWLER ST FORT MYERS FL 33901 592332120 501(C)(3) 125000 0 PROGRAM SUPPORT LIGHTHOUSE OF COLLIER INC 2685 HORSESHOE DRIVE S 101 NAPLES FL 34104 270401702 501(C)(3) 160000 0 PROGRAM SUPPORT NAMI OF COLLIER COUNTY 5025 CASTELLO DRIVE SUITE 101 NAPLES FL 34103 650047747 501(C)(3) 607299 0 PROGRAM SUPPORT PREMIER OPHTHALMIC SERVICES 22749 CITATION RD FRANKFORT IL 60423 844740155 7581 0 PROGRAM SUPPORT 56 2 PART I, LINE 2: THE GRANT REVIEW PROCESS BEGINS WITH A METICULOUS STAFF REVIEW, WHERE NCEF GRANT DEPARTMENT STAFF ASSESS THE MERITS AND FEASIBILITY OF EACH PROPOSAL AGAINST PREDETERMINED CRITERIA. FOLLOWING THIS INITIAL EVALUATION, THE GRANT COMMITTEE PROVIDES OVERSIGHT OF THE SELECTION PROCESS WITH A FOCUS ON IMPARTIALITY AND THOROUGHNESS. THE COMMITTEE SCRUTINIZES EACH APPLICATION, WEIGHING ITS POTENTIAL IMPACT AND ALIGNMENT WITH ORGANIZATIONAL OBJECTIVES. THROUGH COLLABORATIVE DELIBERATIONS, DECISIONS ARE MADE TO ALLOCATE FUNDS STRATEGICALLY. ONCE GRANTS ARE AWARDED, RIGOROUS MONITORING ENSUES, WITH QUARTERLY REPORTS SERVING AS A CORNERSTONE OF ACCOUNTABILITY. THESE REPORTS OFFER A COMPREHENSIVE OVERVIEW OF PROGRESS, INCLUDING DATA ON ACHIEVED DELIVERABLES AND METICULOUS FINANCIAL DOCUMENTATION, ENSURING TRANSPARENCY AND ADHERENCE TO BUDGETARY GUIDELINES. THROUGH THIS MULTIFACETED APPROACH, THE GRANT REVIEW PROCESS ENSURES THAT RESOURCES ARE ALLOCATED EFFICIENTLY AND EFFECTIVELY TO INITIATIVES WITH THE GREATEST POTENTIAL FOR MEANINGFUL IMPACT. X X X 0 0 0 0 0 0 0 1 0 MARIA JIMENEZ-LARA CEO 228306 0 51084 0 600 0 7013 0 2922 0 289925 0 0 0 JOAN LARSON CFO 183481 0 40507 0 600 0 7363 0 15080 0 247031 0 0 0 TRACY CONNELLY CHIEF DEVELOPMENT OFFICER 160000 0 12500 0 600 0 6424 0 14190 0 193714 0 0 0 LISA JULIANO SVP NWWF & EVENT PRODUCTION 128218 0 25000 0 600 0 5315 0 13003 0 172136 0 0 0 SARAH SAIZER SVP GRANTS & COMMUNITY IMPACT 115721 0 15000 0 600 0 4985 0 15470 0 151776 0 0 0 PART I, LINE 7 THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT DETERMINES OVERALL COMPENSATION AND BONUSES BASED ON PERFORMANCE OF THE DEPARTMENT AND THE INDIVIDUAL. THERE IS NO RELATIONSHIP TO ANY DIRECT FINANCIAL INDICATORS. NAPLES TRANSPORTATION & TOURS TRUSTEE 240118 FESTIVAL TRANSPORTATION 0 VISTAJET US TRUSTEE 278973 AUCTION LOT 0 SCH L, PART IV THE ABOVE BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ARE PROVIDED TO THE ORGANIZATION AT OR BELOW FAIR VALUE AND ARE IN THE NORMAL COURSE OF BUSINESS. ALL DECISIONS TO ENTER INTO THESE TRANSACTIONS WERE REVIEWED IN ACCORDANCE WITH OUR CONFLICT OF INTEREST POLICY AND THE INTERESTED PERSONS WERE EXCLUDED FROM THE DECISION MAKING PROCESS. X 6 4107019 FMV X AUCTION ITEMS 321 4996287 FMV X VINTNER/WINE 18 1469857 FMV 2 0 1 0 PART I, COLUMN (B): THE COUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS OR TRUSTEES WITH THE SAME LAST NAME IN PART VII ARE SPOUSES. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE SHALL CONSIST OF THE CURRENT CHAIRPERSON, VICE-CHAIRPERSON, GRANT COMMITTEE CHAIR AND FOUR (4) OTHER TRUSTEES APPOINTED BY THE BOARD OF DIRECTORS. THIS COMMITTEE WILL EVALUATE AND RECOMMEND TRUSTEE CANDIDATES TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS WILL THEN RECOMMEND APPROVED TRUSTEE CANDIDATES TO THE TRUSTEES. ANY NEW TRUSTEE MUST BE APPROVED BY A SEVENTY-FIVE PERCENT (75%) VOTE OF THE TRUSTEES WHO CAST A VOTE ON THE CANDIDATE, IN PERSON OR BY PROXY, AT A REGULAR, SPECIAL OR ANNUAL MEETING OF THE TRUSTEES. DIRECTORS SHALL BE ELECTED ANNUALLY BY THE TRUSTEES TO REPLACE THOSE DIRECTORS WHOSE TERMS HAVE EXPIRED, AND TO SERVE AS DIRECTORS UNTIL THE ELECTION AND QUALIFICATION OF THEIR RESPECTIVE SUCCESSORS, EXCEPT AS HEREIN OTHERWISE PROVIDED FOR FILLING VACANCIES. FORM 990, PART VI, SECTION A, LINE 7B THE TRUSTEES SHALL HAVE POWER TO MAKE, ALTER, AMEND AND REPEAL THE BYLAWS OF THE ORGANIZATION BY AN AFFIRMATIVE VOTE OF SEVENTY-FIVE PERCENT (75%) OF THE TRUSTEES PRESENT IN PERSON OR BY PROXY AT AN ANNUAL MEETING OR A SPECIAL MEETING CALLED FOR THAT PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE 990 DRAFT PREPARED BY CPA FIRM TO ENSURE IT ACCURATELY REFLECTS THE FINANCIAL INFORMATION FROM THE INTERNALLY PREPARED FINANCIAL STATEMENTS AND AGREES IN TOTALITY TO THE EXTERNALLY ISSUED FINANCIAL STATEMENT AUDIT. UPON COMPLETION, THE CFO PRESENTS AND REVIEWS WITH THE FINANCE COMMITTEE CHAIR AND RECOMMENDS THE RETURN TO BE FILED AS PRESENTED. THE 990 IS THEN SENT TO THE FINANCE COMMITTEE MEMBERS IN ADVANCE OF THE NEXT MEETING AND IT IS PRESENTED AND REVIEWED IN DETAIL WITH THE COMMITTEE MEMBERS. A MOTION IS THEN MADE TO ACCEPT AS PREPARED AND TO SEND TO THE BOARD FOR FINAL ACCEPTANCE AND APPROVAL. THE BOARD OF DIRECTORS EACH RECEIVE A COPY OF THE RETURN IN ADVANCE, IT IS REVIEWED AND DISCUSSED AT THE BOARD MEETING, AND MOTION TO ACCEPT AS PREPARED IS MADE AND APPROVED. FORM 990, PART VI, SECTION B, LINE 12C THE DOCUMENTS ARE CIRCULATED TO TRUSTEES AND BOARD MEMBERS ONCE A YEAR FOR COMPLETION AND THE DEVELOPMENT DEPARTMENT COLLECTS AND FOLLOWS UP WITH MISSING DOCUMENTS. NUMEROUS ATTEMPTS TO COLLECT ARE MADE. ANY CONFLICTS NOTED ON THE RETURNED DOCUMENTS ARE EVALUATED. IF A CONFLICT EXISTS, THAT TRUSTEE WOULD BE RECUSED FROM VOTING ON ANY TOPICS THAT REPRESENT THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A COMPENSATION COMMITTEE WHICH INCLUDES THE EXECUTIVE COMMITTEE PLUS ONE FINANCE COMMITTEE MEMBER WHO REVIEW ALL THE EXECUTIVE STAFFS' COMPENSATION AND BENEFITS. THEY DELIBERATE WITH INPUT MATERIALS FROM THE CFO AND CEO, INCLUDING CURRENT COMPENSATION, BONUSES, AND BENEFITS ALONG WITH RECOMMENDATIONS REGARDING BENEFIT PACKAGE ENHANCEMENT PROPOSALS AND ATMOSPHERIC CONSIDERATIONS REGARDING JOB MARKET AND RETENTION CONCERNS AND OVERALL HIRING LANDSCAPE. THE COMPENSATION COMMITTEE DELIBERATES AND INFORMS THE CFO IN WRITING OF FINAL RECOMMENDATIONS. THIS PROCESS IS PERFORMED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1,500.